Paraplanner – UHNW Clients Hybrid - Up to £60,000 Bonus

A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client — a prestigious, wealth management firm in London — is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You’ll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.

If you’re looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases — multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You’ll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused.

Responsibilities include:

Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we’re looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3–4 years’ paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases

Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions